Portfolio Monitoring Senior

1 month ago

gurugram, India Evalueserve India Full time

About Corporate and Investment Banking & Investment Research (CIB & IR)

As a global leader in knowledge processes, research, and analytics, you’ll be working with a team that specializes in global market research, working with the top-rated investment research organizations, bulge bracket investment banks, and leading asset managers. We cater to 8 of the top 10 global banks, working alongside their product and sector teams, supporting them on deal origination, execution, valuation, and transaction advisory-related projects.


What you will be doing at Evalueserve:

The selected candidate will join the Private Credit team at Evalueserve supporting Portfolio Managers of a private equity firm in the portfolio monitoring process.

  • Financials spreading (PL, BS, and CF) on excel based model or lending platform along with key credit metrics calculation
  • Key performance indicator identification and reporting for the credit review process
  • Calculating covenants in line with facility agreements and providing a detailed rationale for covenant Met/Breach results
  • Performing Annual/Quarterly/Monthly reviews and populating associated templates
  • Business Overview
  • SWOT analysis
  • Financial Analysis (Historical and Forecast) (Operating, Leverage & Liquidity ratios)
  • Covenant performance
  • Verifying/Calculating compliance against a threshold (DSC, FCCR, LTV, Interest cover, leverage, etc.)
  • Collateral analysis
  • Providing Ad-hoc support to portfolio managers
  • Mentoring and training new joiners and acting as a subject matter expert for other team members
  • Managing the performance and development of junior team members
  • Handling Client calls and periodic communication
  • Providing project management support to senior manager and handling project-level tasks e.g. Delivery, Dashboards, QC’s, Training, Client management, etc.
  • Regularly interacting with Portfolio Managers to discuss tasks, templates, and deliverables, and manage expectations
  • Providing input and ideas for improvement in TAT and efficiency


Skills we’re looking for:

  • Master’s degree with a major in finance, economics, or accounting from a reputed institute with 3 - 8 years of experience in the similar profile
  • Strong Accounting and financial skills
  • Eye for detail and ability to identify and solve issues effectively on time
  • Good MS Office skills
  • Excellent interpersonal and ability to build strong team culture
  • Ability to ensure that tasks for self and team members are completed on time
  • Ability to practice attentive and active listening skills
  • Challenging current thinking by implementing new ways of working

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